Todd Simones

Todd Simones

Chief Investment Officer

Joined SRM Advisors in 2018. Along with driving the strategic direction of investments at the firm, Todd also serves on the management team as well. 

Todd was previously at Key Private Bank, where he worked as part of a team that managed and constructed investment portfolios for institutional and high-net worth clients.  Before that he was at Leader Capital, a fixed income firm with $1.6 billion under management, primary focus was research and promotion of the fixed income products.  Todd started his career at Franklin Templeton Investments, where he was able to gain knowledge from one of the largest institutional managers in the world.

Todd attended Montana State University and received a B.A. in Political Science and Government. Prior to college Todd attended Carrabassett Valley Academy (CVA) an international ski and snowboard academy in northern Maine.

Phone 503-244-8905
Fax 503-863-5963